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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 28 · EIN 34-1542819 | Investment Management | $27,703 |
NATIONWIDE1 year Service code 28 | Investment Management | $16,403 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $2,772 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $554 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 | Investment Management | $201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,762 | $48,327+15.4% | $67,575-17.5% | $80,935-31.1% |
| Participation rate | 79.5% | 66.4%+13.1pp | 72.9%+6.6pp | 67.7%+11.8pp |
| Annual return | 15.42% | 18.31%-2.9pp | 3528.98%-3513.6pp | 35.66%-20.2pp |
| Employer contribution / active EE | $7,086 | $2,022+250.4% | $2,736+159.0% | $2,757+157.1% |
| Participant deferral / active EE | $26,431 | $2,927+802.9% | $4,003+560.2% | $4,299+514.8% |
| Admin fee / account holder | $742 | $3,692-79.9% | $3,993-81.4% | $6,924-89.3% |